Effective In-Service Training Design and Delivery PDF
Effective In-Service Training Design and Delivery PDF
Effective In-Service Training Design and Delivery PDF
RESEARCH
Open Access
Abstract
Background: In-service training represents a significant financial investment for supporting continued competence
of the health care workforce. An integrative review of the education and training literature was conducted to
identify effective training approaches for health worker continuing professional education (CPE) and what evidence
exists of outcomes derived from CPE.
Methods: A literature review was conducted from multiple databases including PubMed, the Cochrane Library and
Cumulative Index to Nursing and Allied Health Literature (CINAHL) between May and June 2011. The initial review
of titles and abstracts produced 244 results. Articles selected for analysis after two quality reviews consisted of
systematic reviews, randomized controlled trials (RCTs) and programme evaluations published in peer-reviewed
journals from 2000 to 2011 in the English language. The articles analysed included 37 systematic reviews and 32
RCTs. The research questions focused on the evidence supporting educational techniques, frequency, setting and
media used to deliver instruction for continuing health professional education.
Results: The evidence suggests the use of multiple techniques that allow for interaction and enable learners to
process and apply information. Case-based learning, clinical simulations, practice and feedback are identified as
effective educational techniques. Didactic techniques that involve passive instruction, such as reading or lecture,
have been found to have little or no impact on learning outcomes. Repetitive interventions, rather than single
interventions, were shown to be superior for learning outcomes. Settings similar to the workplace improved skill
acquisition and performance. Computer-based learning can be equally or more effective than live instruction and
more cost efficient if effective techniques are used. Effective techniques can lead to improvements in knowledge
and skill outcomes and clinical practice behaviours, but there is less evidence directly linking CPE to improved
clinical outcomes. Very limited quality data are available from low- to middle-income countries.
Conclusions: Educational techniques are critical to learning outcomes. Targeted, repetitive interventions can result
in better learning outcomes. Setting should be selected to support relevant and realistic practice and increase
efficiency. Media should be selected based on the potential to support effective educational techniques and
efficiency of instruction. CPE can lead to improved learning outcomes if effective techniques are used. Limited data
indicate that there may also be an effect on improving clinical practice behaviours. The research agenda calls for
well-constructed evaluations of culturally appropriate combinations of technique, setting, frequency and media,
developed for and tested among all levels of health workers in low- and middle-income countries.
Keywords: In-service training, Continuing professional education, Continuing medical education, Continuing
professional development
* Correspondence: [email protected]
Equal contributors
1
Jhpiego Corporation, 1615 Thames Street, Baltimore, MD 21231, USA
Full list of author information is available at the end of the article
2013 Bluestone et al.; licensee BioMed Central Ltd. This is an Open Access article distributed under the terms of the Creative
Commons Attribution License (http://creativecommons.org/licenses/by/2.0), which permits unrestricted use, distribution, and
reproduction in any medium, provided the original work is properly cited.
Background
The need to increase the effectiveness and efficiency of
both pre-service education and continuing professional
education (CPE) (in-service training) for the health workforce has never been greater. Decreasing global resources
and a pervasive critical shortage of skilled health workers
are paralleled by an explosion in the increase of and access
to information. Universities and educational institutions
are rapidly integrating different approaches for learning
that move beyond the classroom [1]. The opportunities
exist both in initial health professional education and
CPE to expand education and training approaches beyond classroom-based settings.
An integrative review was designed to identify and review the evidence addressing best practices in the design
and delivery of in-service training interventions. The use
of an integrative review expands the variety of research
designs that can be incorporated within a reviews inclusion
criteria and allows the incorporation of both qualitative
and quantitative information [2]. Five questions were formulated based on a conceptual model of CPE developed
by the Johns Hopkins University Evidence-Based Practice
Center (JHU EPC) for an earlier systematic review of
continuing medical education (CME) [3]. We asked
whether: 1. particular educational techniques, 2. frequency
of instruction (single or repetitive), 3. setting where instruction occurs, or 4. media used to deliver the instruction
make a difference in learning outcomes; and, 5. if there was
any evidence regarding the desired outcomes, such as
improvements in knowledge, skills or changes in clinical
practice behaviours, which could be derived from CPE,
using any mixture of technique, media or frequency.
Methods
Inclusion/exclusion criteria
Page 2 of 26
An initial review of titles and abstracts produced 244 results. We identified the strongest studies available, using a
range of criteria tailored to the review methodology. Initial
selection criteria were developed by a panel of experts.
Grading and inclusion criteria are presented in Table 2.
The grading criteria were adapted from the Oxford Centre
for Evidence-Based Medicine (OCEMB) levels of evidence
model [4]. Grading of studies included within systematic
reviews was reported by authors of those reviews and was
not further assessed in this integrative review. Therefore,
reference to quality of studies in our report refers to those a
priori judgments. Only tier 1 articles (grades 1 and 2) were
included in our analysis.
After prioritization of the articles, 163 tier 1 articles
were assessed by a senior public health professional to
determine topical relevance, study type and grade. A total
of 61 tier 1 studies were selected to be included in the
analysis following this second review. An additional hand
search of the reference lists cited in published studies
was conducted for topics that were underrepresented,
specifically on the frequency and setting of educational
activities. This search added eight articles for a total of
69 studies, including 37 systematic reviews and 32 randomized controlled trials (RCTs), see inclusion process
for articles included in analysis, Figure 1.
A data extraction spreadsheet was developed, following
the model offered in the Best Evidence in Medical Education (BEME) group series [5] and the conceptual model
and definition of terms offered by Marinopoulos et al. in
the JHU EPC earlier review of CME [3]. Categorization
decisions were necessary in cases when the use of terminology was inconsistent with the Marinopoulos et al. definitions of terms for CPE [3]. For example, an article that
analysed distance learning as a technique and used the
computer as the medium to deliver an interactive elearning course was coded and categorized as an interactive technique delivered via computer as the
medium of instruction. See illustration of categorization
terminology in panels A, B, and C, Figure 2, for an illustration of how terminology was used to categorize
and organize articles for analysis.
Results
Selected articles that best represent common findings
and outcomes (effects) of CPE are discussed in the results
and discussion sections; the related tables present all
the articles analysed and categorized for that topic, and
each article is included only once. Relevant information obtained from educational psychology literature is
referenced in the discussion.
Page 3 of 26
Nursing education
Facility-based education
Medical education
On-the-job education
Online learning
Teaching methods
Group-based training
Distance learning
Facility-based training
Education methods
On-the-job training
Point-of-care training
Mobile technologies
Techniques
The articles or studies that specifically addressed educational techniques are summarized in Table 3. Technique
refers to the educational methods used in the instruction.
Technique descriptions are based on the Marinopoulos
et al. definitions of terms [6] and reflect the approaches
defined in the articles analysed.
Case-based: use of created or actual clinical cases that
present materials and questions
Type of groups
Literature grade
NA
Experimental
Quasi-experimental
Repeated measures
Pre-experimental
Comparison group
NA not applicable.
Pre-test/post-test
Post-test only
Tier
1
Page 4 of 26
Journal
Database
Titles and
Abstract Review
244
81
Excluded for data
quality control
133
Grade One
30
Grade Two
61
First Tier
102
Excluded for data
quality control
8
Added after
hand review
First Quality
Review
Second Quality
Review
Additional
Time and Setting
Hand Search
69
First Tier
37
Systematic
Reviews
32
Randomized
Control Trials
to moderate methodological quality and offered inconsistent results. Three of the five RCTs included in the review
suggested that educational games could have a positive
effect on increasing medical student knowledge and that
they include interaction and allow for feedback [19].
Interactive: provide for interaction between the learner and
facilitator
Citation
Study design
Participants
Intervention
Key findings
Media: multiple
Frequency: NR
Systematic review: 45 articles included for Nurses in developing countries Technique: didactic vs POC
review, only three related to POC support,
Media: computer-based vs live
included qualitative and quantitative data
Frequency: NR
Anaesthesiology trainees,
post-graduate year 4
I = 10, C = 10
Media: live
Country: China
Frequency: single
I = 16, C = 16
Media: live
Country: USA
Frequency: single
Intervention group received simulation-based
training; control group received an interactive
seminar.
De Lorenzo R and
Abbott C 2004
Harder BN 2010
Technique: simulation
Health professionals
Media: multiple
Frequency: single
Page 5 of 26
Physicians
Health professionals
Lamb D 2007
Technique: audit and feedback vs interactive Increase in prescribing preference for correct
plus audit and feedback vs interactive session drug class in module and prescribing
only vs nothing
portraits (graphic comparisons between
individual, group and evidence based
I1 = 48, audit and feedback only; Media: live
prescribing practices) group. Evidence-based
I2 = 47, interactive module only;
educational interventions combining
I3 = 49, interactive plus audit
personalized prescribing feedback with
and feedback; C = 56, nothing
interactive group discussion can lead to
modest but meaningful changes in physician
4,394 charts reviewed
Frequency: single
prescribing.
Country: Canada
Technique: simulation
Media: multiple
Frequency: both single and multiple
Technique: simulation
Media: multiple
Frequency: both single and multiple
General practitioners
Nursing students
I = 72, C = 70
Media: live
Country: Taiwan
Frequency: single
Page 6 of 26
Health professionals
Health professionals
Technique: simulation
Media: multiple
Frequency: both single and multiple
Technique: team-based
Media: live
Frequency: NR
Health professionals
Technique: self-directed
Media: multiple
Frequency: NR
Midwifery students
I = 26, C = 24
Country: Portugal
Technique: multiple
Media: multiple
Frequency: both single and multiple
Page 7 of 26
I = 59, C = 59
Media: live
Frequency: single
Intervention group received PBL technique;
control group received didactic-based
instruction.
I = 15, C = 16
Media: live
Country: USA
Frequency: single
Surgeons
Technique: simulation
Media: multiple
Frequency: both single and multiple
Physicians
I = 23, C = 29
Media: live
Country: Canada
Frequency: single
Technique: PBL
Media: multiple
Frequency: both single and multiple
Page 8 of 26
Nursing students
Technique: PBL
Media: multiple
Frequency: both single and multiple
Health professionals
Technique: reminders
Case-management practices
Frequency: repetitive
were assessed for 2,269 children
who needed treatment
I = 1,157, C = 1,112
Country: Kenya
JHU EPC systematic review. C Control, CME Continuing medical education, I Intervention, JHU EPC Johns Hopkins University Evidence-Based Practice Center, NR Not reported, PBL problem-based learning,
POC point-of-care, RCT randomized controlled trial.
Page 9 of 26
received POC mentoring via a video using a mobile device, compared with those who received only didactic
instruction [27].
Problem-based learning (PBL): present a case, assign
information-seeking tasks and answer questions about the
case; can be facilitated or non-facilitated
Page 10 of 26
Articles discussed here focused on the technique of providing training to co-workers engaged as learning teams.
One systematic review of eight studies found that there is
limited and inconclusive evidence to support team-based
training [41]. Two of the articles reporting on the same
CPE study did not identify any improvements in performance or knowledge acquisition with the addition of
using a team-based approach [39,42].
Frequency
This review included consideration of frequency, comparing single versus repetitive exposure. The findings regarding
frequency are summarized in Table 4.
The three articles focused on frequency all support the
use of repetitive interventions. These studies evaluated
repetition using the Spaced Education platform (now called
Qstream), an Internet-based medium that uses repeated
questions and targeted feedback. The evidence from these
three articles demonstrated that repetitive, time-spaced
education exposures resulted in better knowledge outcomes,
better retention and better clinical decisions compared with
single interventions and live instruction [43-45].
The use of repetitive or multiple exposures is supported
in other systematic reviews of the literature, as well as one
Citation
Study design
Participants
Kerfoot BP et al. 2007 RCT to determine if spacing principles Five cohorts with 76 to 80 urology
can improve acquisition and retention residents in each cohort
of medical knowledge
Of 537 participants, 400 (74%)
completed the online staggered tests
and 515 (96%) completed the
In-Service Examination
Intervention
Key findings
Technique: self-directed
Media: Internet-based
Kerfoot BP et al. 2009 RCT to determine if Spaced Education Urologists and urology residents
is an effective form of CME
Completed by 71% of urologists
and 83% of residents
Page 11 of 26
CME Continuing medical education, CPG Clinical practice guideline, HP Haematuria and priapism, ISE Interactive spaced education, RCT Randomized controlled trial, SIA Staghorn calculi, infertility, and antibiotic use,
WBT Web-based teaching.
Page 12 of 26
Page 13 of 26
and attitudes; however, insufficient evidence exists to support its use in the attempt to change practice behaviours.
The Raza Cochrane systematic review identified 16
randomized trials that evaluated the effectiveness of
Internet-based education used to deliver CPE to practicing
health care professionals. Six studies showed a positive
change in participants knowledge, and three studies
showed a change in practice in comparison with traditional
formats [18]. One systematic review noted the importance
of interactivity, independent of media, in achieving an
impact on clinical practice behaviours [48].
Mobile
Citation
Study design
Participants
Intervention
Key findings
Post-graduate physicians,
allied health professionals
Media: live
Media: live
Frequency: both single and multiple
Country: UK
Frequency: single
I1 = 1-day interactive at hospital
(no team-based training); I2 = 1-day
interactive at simulation centre
(no team-based training); I3 = 2-day
team training at hospital; I4 = 2-day
interactive in simulation centre
Same participants as
Crofts et al. 2007
Page 14 of 26
Citation
Study design
Participants
Intervention
Key findings
Augestad K and
Lindsetmo R 2009
Surgeons
Media: video
Technique: multiple
Nursing students
Techniques: multiple
Country: UK
Frequency: single
Frequency: NR
Country: Korea
Media: mobile, audiovisual animation vs audio Audiovisual animated CPR instruction via
instructions from live dispatcher
mobile phone resulted in better scores in
checklist assessment and time interval
Technique: POC
compliance in participants without CPR skill
compared to those who received CPR
Frequency: single
instructions from a dispatcher. However, the
Intervention group used mobile phone
accuracy of important psychomotor skill
application with audiovisual animation
measures was unsatisfactory in both groups.
instructions for CPR; control group received
audio guidance from a live dispatcher.
Nurses
I = 44, C = 41
I = 44, C = 40
Country: Taiwan
Page 15 of 26
Physicians
Physicians
Technique: multiple
Frequency: both single and multiple
Media: print
Technique: didactic
Frequency: single
Country: USA
Media: Internet
Frequency: single
Intervention group received Internet-based
modules over 2 weeks; one control group
received a live, interactive session and the
other control group received nothing.
Country: UK
Harrington S and
Walker B 2004
Nurses
Country: USA
Frequency: single
Page 16 of 26
Nurses or midwives
Techniques: multiple
Country: Japan
Health professionals
Media: Internet
Frequency: single
Technique: POC
Country: China
General practitioners
Frequency: single
Frequency: single
Intervention group received live, interactive
sessions plus guidelines; control groups
received guidelines only and no intervention.
Health professionals
Media: live
Technique: multiple
Frequency: single
Page 17 of 26
I = 25, C = 24
Technique: case-based
Country: USA
Frequency: single
Physicians
Surgical residents
I = 24, C = 25
Frequency: single
Both intervention groups had a didactic
session, performed a thoracentesis on a
manikin while using video on a mobile phone
and received feedback from a live instructor;
control group did not receive any
video-aided guidance.
Page 18 of 26
C Control, CME Continuing medical education, CPR Cardiopulmonary resuscitation, EBM Evidence-based medicine, I Intervention, NR Not reported, PDA Personal digital assistant.
POC Point-of-care, RCT Randomized controlled trial.
Citation
Study design
Participants
Intervention
Key findings
Practice behaviours
Technique: multiple
Media: live
Frequency: both single
and multiple
Physicians
Communication skills
Technique: multiple
Media: multiple
Frequency: both single
and multiple
Bloom B 2005
Physicians
Health professionals
Practice behaviours
Technique: multiple
Media: live
Page 19 of 26
Table 7 Summary of articles focused on outcomes: knowledge, attitudes, types of skills, practice behaviour, clinical practice outcomes
Health professionals
Communication skills
Technique: multiple
Media: multiple
Frequency: both single
and multiple
Hamilton R 2005
Health professionals
Knowledge, skills
Technique: multiple
Media: multiple
Frequency: both single
and multiple
Mostly physicians
Table 7 Summary of articles focused on outcomes: knowledge, attitudes, types of skills, practice behaviour, clinical practice outcomes (Continued)
Page 20 of 26
Physicians, nurse-practitioners,
nurses, allied health professionals
Health professionals
General
Technique: multiple
Media: multiple
Frequency: both single
and multiple
Health professionals
Psychomotor skills
Technique: multiple
Media: multiple
Frequency: both single
and multiple
Health professionals
Health professionals
Table 7 Summary of articles focused on outcomes: knowledge, attitudes, types of skills, practice behaviour, clinical practice outcomes (Continued)
Health professionals
Health professionals
Practice behaviours
and clinical
practice outcomes
n = 2,995
Technique: multiple
Media: live
Frequency: single
Williams J et al. 2008
Knowledge, skills
Technique: multiple
Media: multiple
Frequency: both single
and multiple
Table 7 Summary of articles focused on outcomes: knowledge, attitudes, types of skills, practice behaviour, clinical practice outcomes (Continued)
JHU EPC systematic review. CME Continuing medical education, JHU EPC Johns Hopkins University Evidence-Based Practice Center.
Page 22 of 26
Page 23 of 26
The systematic review of live, classroom-based, multiprofessional training conducted by Rabal et al. found
the impact on clinical outcomes is limited [54].
Discussion
The heterogeneity of study designs included in this review
limits the interpretations that can be drawn. However, there
is remarkable similarity between the information from studies included in this review and similar discussions published
in the educational psychology literature. We believe that
there is sufficient evidence to support efforts to implement
and evaluate the combinations of training techniques, frequency, settings and media included in this discussion.
Avoid educational techniques that provide a passive
transfer of information, such as lecture and reading, and
select techniques that engage the learner in mental
processing, for example, case studies, simulation and other
interactive strategies. This recommendation is reinforced
in educational psychology literature [55]. There is sufficient
evidence to endorse the use of simulation as a preferred
educational technique, notably for psychomotor, communication or critical thinking skills. Given the lack of
evidence for didactic methods, selecting interactive, effective educational techniques remains the critical point to
consider when designing CPE interventions.
Self-directed learning was also found to be an effective
strategy, but requires the use of interactive techniques
that engage the learner. Self-directed learning has the
additional advantage of allowing learners to study at
their own pace, select times convenient for them and tailor
learning to their specific needs.
Limited evidence was found to support team-based
learning or the provision of training in work teams. There
is a need for further study in this area, given the value of
engaging teams that are in the same place at the same
time in an in-service training intervention. This finding is
especially relevant for emergency skills that require the
collaboration and cooperation of a team.
Repetitive exposure is supported in the literature. When
possible, replace single-event frequency with targeted,
repetitive training that provides reinforcement of important
messages, opportunities to practice skills and mechanisms
for fostering interaction. Recommendations drawn from
the educational psychology literature that address the issue
of cognitive overload [56] suggest targeting information to
essentials and repetition.
Select the setting based on its ability to deliver effective
educational techniques, be similar to the work environment and allow for practice and feedback. In this time of
crisis, workplace learning that reduces absenteeism and
supports individualized learning is critical. Conclusions
from literature in educational psychology reinforce the
importance of situating learning to make the experience
as similar to the workplace as possible [57].
Page 24 of 26
Conclusions
In-service training has been and will remain a significant
investment in developing and maintaining essential competencies required for optimal public health in all global
service settings. Regrettably, in spite of major investments,
we have limited evidence about the effectiveness of the
techniques commonly applied across countries, regardless
of level of resource.
Nevertheless, all in-service training, wherever delivered,
must be evidence-based. As stated in Blooms systematic review, Didactic techniques and providing printed materials
alone clustered in the range of no to low effects, whereas
all interactive programmes exhibited mostly moderate
to high beneficial effect. The most commonly used
techniques, thus, generally were found to have the least
benefit [14]. The profusion of mobile technology and
increased access to technology present an opportunity to
deliver in-service training in many new ways. Given current
gaps in high-quality evidence from low- and middleincome countries, the future educational research agenda
must include well-constructed evaluations of effective,
cost-effective and culturally appropriate combinations of
technique, setting, frequency and media, developed for
and tested among all levels of health workers in low- and
middle-income countries.
Abbreviations
BEME: Best Evidence in Medical Education; CI: Confidence interval;
CINAHL: Cumulative Index to Nursing and Allied Health Literature;
CME: Continuing medical education; CPE: Continuing professional education;
CPR: Cardiopulmonary resuscitation; EBM: Evidence-based medicine;
JHU EPC: Johns Hopkins University Evidence-Based Practice Center;
MeSH: Medical subject headings; OCEMB: Oxford Centre for Evidence-Based
Medicine; PBL: Problem-based learning; POC: Point-of-care; RCT: Randomized
controlled trial.
Competing interests
The authors declare they have no competing interests.
Authors contributions
JB performed article reviews for inclusion, synthesized data and served as
primary author of the analysis and manuscript. PJ conceived the study,
participated in its design and coordination, and provided significant input
into the manuscript. JF provided guidance on the literature review process,
grading and categorizing criteria, and quality review of selected articles, and
participated actively as an author of the manuscript. CC and JBT contributed
to writing of the manuscript. JA searched the literature, performed initial
Page 25 of 26
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doi:10.1186/1478-4491-11-51
Cite this article as: Bluestone et al.: Effective in-service training design
and delivery: evidence from an integrative literature review. Human
Resources for Health 2013 11:51.